STANGLER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STANGLER FAMILY FOUNDATION (EIN 84-6375989)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201821319349102407
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T05:15:39-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJ MAIER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5385 KILROY LANE | AddressLine1Txt |
| City | DOUGLASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846375989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stangler Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 9194653290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Curtis G Stangler | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 9194653290 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JJ MAIER | PreparerPersonNm |
| Phone | 7709424163 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,019,707 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,686 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,923 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,265 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,373 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,373 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $555 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,673 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,898 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $694,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $724,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $943,809 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $753,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $799,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,019,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $753,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $799,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $753,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $799,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $753,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $799,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $753,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,524 | ExcessRevenueOverExpensesAmt |
| Subtotal | $813,383 | SubtotalAmt |
| Other Decreases | $13,465 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $799,918 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,566 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $864,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.042299 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,415 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $892,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.049785 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $892,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.039501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $681,497 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.053852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $588,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.029928 | DistributionYr5Rt |
| Total Distribution | 000.215365 | TotalDistributionRt |
| Average Distribution | 000.043073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $969,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,761 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,848 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $175 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $175 | SubtotalAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $284 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $284 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $284 | OriginalReturnTaxPaidAmt |
| Overpayment | $109 | OverpaymentAmt |
| Refund | $109 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stangler Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194653290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2011 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2007 | UndistrIncmSect4942a2AppYr1Yr |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Curtis G Stangler | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | Chairman | 001.00 | $0 |
| Katherine A Sokolowski | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | Secretary | 001.00 | $0 |
| Michael C Stangler | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | Treasurer | 001.00 | $0 |
| William J Stangler | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | V Chairman | 001.00 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TD Ameritrade Inc | |||||
| PO Box 2209 | Omaha | NE | 681032209 | Investment Advisory | $7,373 |
| JJ Maier CPA | |||||
| 5385 Kilroy Lane | Douglasville | GA | 30135 | Tax/Accounting | $2,265 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $922,927 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $984,310 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $984,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $969,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $175 | TotalTaxAmt |
| Distributable Before Adj | $48,302 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,302 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,410 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,410 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $31,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,607 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $42,220 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,482 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $20,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,607 | AppliedToYear1Amt |
| Applied To Current Year | $11,803 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $20,482 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,482 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $42,220 | PriorYearUndistributedIncmAmt |
| Taxable1 | $42,220 | Taxable1Amt |
| Undistributed Income CY | $16,017 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Curtis G Stangler | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9194653290 | RecipientPhoneNum |
| Form And Info And Materials | No specific format | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alliance Medical Ministry | |||||||
| 101 Donald Ross Dr | Raleigh | NC | 27610 | None | EOF | General | $300 |
| American Heart Association | |||||||
| PO Box 5216 | Glen Allen | VA | 23058 | None | EOF | General | $300 |
| American Whitewater | |||||||
| PO Box 1540 | Cullowhee | NC | 28723 | None | EOF | General | $200 |
| Brown Bag Ministry | |||||||
| 3008 Old Raleigh Road | Apex | NC | 27502 | None | EOF | General | $750 |
| Camp Kemo | |||||||
| 7 Richard Medical Park Suite 203 | Columbia | SC | 29203 | None | EOF | General | $500 |
| Care Pantry | |||||||
| 3700 Lake Wheeler Rd | Raleigh | NC | 27603 | None | EOF | General | $300 |
| Center for Colon Cancer Research | |||||||
| 712 Main Street Room 614 USC | Columbia | SC | 29208 | None | EOF | General | $750 |
| Food Bank of North Carolina | |||||||
| PO Box 28034 | Raleigh | NC | 28034 | None | EOF | General | $6,000 |
| Friends of the Congaree Swamp | |||||||
| PO Box 5294 | Columbia | SC | 29250 | None | EOF | General | $200 |
| Habitat for Humanity | |||||||
| 2400 Raleigh Blvd | Raleigh | NC | 27605 | None | EOF | General | $750 |
| Healing Transitions | |||||||
| 1251 Goode St | Raleigh | NC | 27603 | None | EOF | General | $300 |
| INTERACT | |||||||
| 1560 Sherman Avenue | Evanston | IL | 60201 | None | EOF | General | $500 |
| Juvenile Diabetes Research Foudnation | |||||||
| 3525 Piedmont Rd NE | Atlanta | GA | 30305 | None | EOF | General | $500 |
| Minnesota State University Foundation | |||||||
| 224 Alumni Foundation Center | Mankato | MN | 56001 | None | EOF | General | $13,000 |
| National Parks Conservation | |||||||
| 777 6th Street | Washington | DC | 200013723 | None | EOF | General | $300 |
| NC Museum of Art Foundation | |||||||
| 2110 Blue Ridge Road | Raleigh | NC | 27607 | None | EOF | General | $310 |
| American Red Cross | |||||||
| 100 Peartree Lane | Raleigh | NC | 27610 | None | EOF | General | $500 |
| The Salvation Army | |||||||
| PO Box 27584 | Raleigh | NC | 27611 | None | EOF | General | $200 |
| Southern Environmental Law Center | |||||||
| 201 West Main Street Suite 14 | Charlottesville | VA | 22902 | None | EOF | General | $500 |
| Special Olympics of NC | |||||||
| PO Box 27728 | Raleigh | NC | 27611 | None | EOF | General | $400 |
| St Jude Children's Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | EOF | General | $300 |
| Tammy Lynn Center | |||||||
| 741 Chappell Drive | Raleigh | NC | 27606 | None | EOF | General | $400 |
| NS Daughters of the American Revolution | |||||||
| 1776 D Street NW | Washington | DC | 20006 | None | EOF | General | $300 |
| Triangle Downs Syndrome | |||||||
| PO Box 37305 | Raleigh | NC | 27627 | None | EOF | General | $200 |
| UNC-TV | |||||||
| PO Box 600067 | Raleigh | NC | 276756067 | None | EOF | General | $100 |
| United Way | |||||||
| PO Box 110387 | Research Triangle | NC | 27709 | None | EOF | General | $2,200 |
| USO of North Carolina | |||||||
| PO Box 91536 | Raleigh | NC | 27675 | None | EOF | General | $600 |
| Wake Education Partnership | |||||||
| 706 Hillsboro St Suite A | Raleigh | NC | 27603 | None | EOF | General | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,410 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,441 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Julie M Stangler Charitable Lead Un | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275116020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $56,133 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Charitable Contributions Detail CharitableContributionsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Gift Purpose | Charitable | GiftPurposeTxt |
| Gift Use | Charitable | GiftUseTxt |
| Transferee Name Individual | Julie M Stangler | TransfereeNameIndividual |
Transferee US Address TransfereeUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | J.J. Maier, CPA | CategoryTxt |
| Amt | $2,265 | Amt |
| Net Investment Income | $2,265 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| Julie M Stangler CLT K-1 | 2016-01 | D | 2017-12 | $33,712 | $33,712 | |
| TD Ameritrade | 2016-01 | P | 2017-12 | $43,469 | $23,806 | $19,663 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 977 shares of I Shares Russell 1000 | $70,122 | $121,480 |
| 5731 shares of DFA 2yr Global Fixed Income | $57,472 | $56,623 |
| 3252 shares of DFA Large-Cap Value | $73,915 | $127,235 |
| 1713 shares of DFA Large Cap International | $33,189 | $40,993 |
| 9449 shares of DFA Intermediate Government | $117,264 | $116,603 |
| 5245 shares of DFA 5 year Global Fixed | $56,693 | $57,018 |
| 2026 shares of DFA International Value Fund | $33,226 | $41,494 |
| 499 shares of Ishares IBOXX Investop | $56,132 | $60,658 |
| 1139 shares of Ishares TR SP GSSI Natural Resources | $29,033 | $40,389 |
| 320 shares of Ishares SP Mid Cap | $30,611 | $60,730 |
| 494 shares of Vanguard Growth ETF | $32,285 | $69,481 |
| 471 shares of Vanguard Index REIT | $20,862 | $39,084 |
| 5375 shares of Vanguard ST Treasury | $57,542 | $56,702 |
| 5141 shares of DFA Short Term | $55,674 | $55,319 |
Other Assets Schedule OtherAssetsSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Market Fluctuations | Desc |
| Amt | $13,465 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Edelman / TD Ameritrade Management Fees | CategoryTxt |
| Amt | $7,373 | Amt |
| Net Investment Income | $7,373 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Stangler CLUT | $141 | $141 |
| Estimated Taxes | $284 | $284 |
| Foreign Taxes Edelman/TD Ameritrade | $130 | $130 |
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